See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,007 | $116,167-8.7% | $64,489+64.4% | $137,256-22.8% |
| Participation rate | 85.7% | 68.2%+17.5pp | 67.7%+18.0pp | 80.0%+5.8pp |
| Annual return | -53.47% | 36.55%-90.0pp | 55.03%-108.5pp | 220.34%-273.8pp |
| Employer contribution / active EE | $612 | $2,483-75.3% | $1,523-59.8% | $4,156-85.3% |
| Participant deferral / active EE | $1,224 | $4,215-70.9% | $2,778-55.9% | $6,407-80.9% |
| Admin fee / account holder | $306 | $6,188-95.1% | $4,260-92.8% | $12,270-97.5% |